Fixed Income - Financial Institutions Group Sales
Listed on 2026-06-05
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Finance & Banking
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ABOUTTHE ROLE
The Fixed Income FIG Sales Director is responsible for driving revenue growth through strategic client relationships, leading complex fixed income transactions, and overseeing regional sales initiatives. Directors serve as trusted advisors to institutional clients, leveraging deep market expertise to deliver innovative solutions and actionable insights. This position requires exceptional leadership, advanced sales acumen, and the ability to mentor high‑performing teams while ensuring compliance with all regulatory requirements.
Please see below for specific responsibilities and requirements for this role.
YOUR RESPONSIBILITIESThe responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
Executive Client Relationship ManagementBuild and maintain long‑term relationships with key institutional clients, serving as a primary advisor on fixed‑income strategies.
Identify and pursue new business opportunities to expand market share and achieve revenue goals.
Deliver tailored market updates, trade ideas, and strategic recommendations to senior‑level decision‑makers.
Lead regional sales initiatives and campaigns to drive profitability and client engagement.
Collaborate with senior leadership to set annual objectives and monitor progress toward performance targets.
Represent the organization at industry conferences, trade shows, and client forums to enhance brand visibility.
Apply advanced knowledge of economics, fixed‑income markets, and capital markets to inform client strategies.
Provide market feedback to traders and underwriters to optimize product offerings and pricing strategies.
Stay current on new products, industry trends, and regulatory developments impacting institutional sales.
Oversee the structuring and execution of complex fixed‑income transactions, ensuring accuracy and compliance.
Maintain CRM systems (e.g., IRIS, FI Client Portal) for client data integrity and sales reporting.
Develop strong working relationships with back‑office teams to ensure seamless operational support.
Provide timely, candid, and constructive feedback to team members.
Mentor Associates and Analysts, fostering technical development and career growth.
Build a strong talent pipeline to ensure bench strength and succession planning.
Recognize and reward employees for outstanding performance.
- Perform additional tasks as assigned, adapting to evolving priorities to support team and organizational goals.
Bachelor’s degree in Finance, Economics, Accounting, or related field; MBA or CFA preferred.
Minimum of 10 years of experience in institutional sales, fixed income, or capital markets.
Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required;
Series 24 strongly preferred for supervisory responsibilities.Proven track record of leading complex transactions and managing senior‑level client relationships.
Qualified candidates will bring professional proficiency, generally acquired through 10 years of relevant work or internship experience in finance, accounting, or a related field.
Exceptional leadership and team development capabilities.
Advanced understanding of fixed‑income markets, products, and transaction structures.
Strong business development and strategic advisory skills.
Excellent communication and presentation skills for executive‑level client interactions.
High level of integrity and commitment to regulatory compliance.
Proficiency in Microsoft Excel and PowerPoint; advanced familiarity with Bloomberg and CRM systems.
Successful candidates will demonstrate a high degree of proficiency (typically from 10 years of practical experience or advanced academic exposure) across the following areas:
Executive Relationship Management – Ability to cultivate and…
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